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Tax Services Experienced Senior - National Tax - Fiduciary Trust Tax Services
Key responsibilities: Providing trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understandi... read more
Estate/Elder Law Attorney
Candidate will be responsible for all aspects of a clients' legal case including meeting with prospective clients, devising legal strategies, finalizing and customizing numerous Estate Planning legal documents and supervising and delegating legal work to paralegals. Should have: Active member with the New Jersey Bar with no disciplinary actions. 5-10 years of legal experience. 3 Years of elder law experience. Skills and experience are required, ap... read more
Attorney - Estate Planning
The candidate must be a New Jersey-admitted estate planning attorney to assist with the development of an online legal product. Will write, edit and update estate planning resources, including annotated will and trust forms, checklists, practice notes, and other legal content.
Note: 30-40 hours per week.
Associate - Trusts and Estates
The candidate will work on estate administration and estate planning issues and have the ability to interact with clients. 2-4 years of experience with estate administration; estate planning experience a plus. Must have NJ Bar admission. LLM degree in Tax is not a “must”, but definitely a “plus”.
The candidate should have 3+ years of experience with a strong corporate tax/ERISA background. Must have the ability to perform general tax research for corporations and partnerships, have SALT (State and Local Tax) experience and have some estate planning, trust and estate administration experience. Should have excellent written and verbal skills, outstanding academic credentials and the ability to handle multiple assignments contemporaneously. New Jersey Bar...
West Orange office of our client seeks tax attorney with 3+ years of experience. The candidate will perform general tax research for corporations and partnerships, have SALT (State and Local Tax) experience and have some estate planning, trust and estate administration experience. Should have a strong corporate tax/ERISA background. New Jersey Bar admission is required. LL.M. degree is preferred.
Attorney – Trust and Estates
The candidate must have 5+ years of experience. Should have experience with probate/administration proceedings, guardianship and estate and trust accounting and estate tax returns. Knowledge of HotDocs, Excel and Lacert is a plus.
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Tax/trust and Estate Attorney
The candidate must have strong academic background and 2+ years of experience in the area of tax, business and/or estate planning/administration; LL.M. Degree is a plus. Significant responsibility and client interaction in a congenial environment.
Estate Planning Attorney
The candidate must have 2 years of experience in estate planning and administration. Should have State Bar of New York license. Experience with guardianship proceedings. Knowledge with all aspects of the tax implications of trusts and estates is needed. Solid knowledge in drafting wills, trusts and other estate planning documents is required.
Wealth Strategist - Wealth Management
Duties: Works with Senior Wealth Strategists and the Wealth Management Segments including Wealth Directors, Wealth Managers and other internal specialists in their work with clients and prospects, as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Wealth Transfer strategies and, Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduc...
Development Officer – Major Gifts – Eastern Region
Duties: Responsible for developing and implementing strategies to identify prospective major gift donors, and to cultivate, and solicit major donor level gifts from them, and from a portfolio of former and current donors who are located in the eastern region of the United States. Responsible for Planned Giving efforts in the eastern region of the United States to secure gifts from estates, trusts, charitable annuities,...